Join our Sr. Training Manager, LiaJean McHenry, to learn how to create robust, meaningful deliverables for your clients using various reports within Asset-Map.
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In this episode, Adam Holt & Derek Notman discuss how your identity plays a key role in determining how you assist clients and use the analogy of sports to help you understand it better. Adam and Derek speak about how each role is equally as important, but knowing where you fit in can take your client services to the next level.
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With our latest release, we’ve updated the Team Manager role permissions to provide easy access for adding “Advisor” and/or “Delegate” seat licenses to be purchased within the Asset-Map application.
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Let’s look at how you can go beyond salary alone to keep your team happy—and create a workplace that fosters loyalty in your team.
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